I have 28 years' experience in the financial services industry and first joined Edward Jones in 2006. I left Edward Jones to serve clients at Stifel from 2013 to 2020 only to find myself eager to return to Edward Jones for the personal, hands-on client experience that I could provide in my own branch and with my branch office administrator.
I use my vast experience in the financial services industry to empower my clients and work with them to pursue their financial goals. My compassionate nature and prudent approach to investing helps me create a comprehensive financial foundation for those I serve. I not only pay attention to investment solutions designed specifically to each client's unique situations, but also account for the individual's tax, insurance and estate situations. I work with my client's tax advisor and attorney to make sure all aspects of their current and future financial bases are covered.
My Sr. Branch Office Administrator, Amy Clegg, will be celebrating 10 years with Edward Jones this December. She is a top-notch professional, has an eye for detail, is dedicated to our clients and it shows in everything she does. Amy and her husband have two children. Their adult daughter attends school in Surprise and their son attends NAU.
My husband and I will be celebrating 28 years of marriage in September. We enjoy the outdoors, whether it's hiking, exploring trails in our off-road vehicle, kayaking or camping. We have two children – our son is in the U.S. Space Force and our daughter ships off for the Navy in May 2021 as a Medical Corpsman.
- Portfolio Reviews
- Retirement Income Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- College Savings
Office Address3715 W Anthem Way #113
Anthem, AZ 85086
Phone NumberCrystal L Barcello at (623) 439-9067
|Mon||07:30AM - 04:30PM|
|Tue||07:30AM - 04:30PM|
|Wed||07:30AM - 04:30PM|
|Thu||07:30AM - 04:30PM|
|Fri||07:30AM - 03:00PM|
- Web Conferencing
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